Halloween is often a day filled with costumes, haunted houses, and spooky ghosts, but what if those ghosts weren’t so scary? In Mexico, on November 1st and 2nd, their version of Halloween looks a bit different. Instead of focusing on fear, Dia de los Muertos (Day of...
Many families delay handling estate matters after a loved one passes—understandably due to grief or uncertainty—but that delay can have real financial and legal consequences. In this episode, we walk through the top cost drivers that come from waiting too long and why...
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses the significant tax changes on the horizon for Washington State residents. We are here to help you understand these changes and how these new estate tax and capital gains tax...
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured party on your homeowner’s insurance policy. Drawing from recent...
The oldest child doesn’t have to be the default choice for the role of executor or successor trustee. Dividing responsibilities between family members can create more conflict than solutions. A professional fiduciary can be a smart alternative to avoid family tension....